Corundum Group, Inc.

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$3.4M

Accounts

495

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 106490
Registered since: September 10, 1992
Website: corundumgroup.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles59.03%
HNWI33.23%
Charitable Organizations5.02%
Corporations / Businesses1.86%
Individuals0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corundum Group, Inc. is a privately held investment adviser that operates as an independent RIA and a liquidity fund sponsor. The firm is SEC-registered (initial registration year 1992) and serves both high-net-worth individuals and families as well as institutional clients. Its ownership structure is a mix of a domestic corporate entity and an individual owner. Corundum performs financial planning and portfolio management across individual/small business accounts and pooled investment vehicles, and it also selects and oversees third‑party managers. Fee arrangements include asset-based fees, hourly and fixed fees, and performance-based compensation. The firm does not describe itself as an active ESG investor and reports it is not a multi-state adviser.